MWAC

Mariner Wealth Advisors (Cincinnati) Portfolio holdings

AUM $1.81B
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.8M
3
+$9.4M
4
CFG icon
Citizens Financial Group
CFG
+$4.65M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$3.53M

Top Sells

1
+$10.8M
2
+$9.68M
3
+$7.58M
4
AGN
Allergan plc
AGN
+$7.41M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.83%
3 Industrials 10.93%
4 Technology 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-212,746
252
– –
-1,941
253
– –
-2,655
254
– –
-4,660
255
– –
-12,600
256
– –
-500
257
– –
-11,850
7 8 9 10
11